Capital Analysts LLC’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Capital Analysts LLC’s Portfolio SRVR Stock Details SRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Buy	+694	New	+$23.6K	﹤0.01%	1154
2026 Q1	–	Sell	-6,179	Closed	-$177K	–	1591
2025 Q4	$177K	Buy	+6,179	New	+$186K	﹤0.01%	638
2025 Q1	–	Sell	-3,048	Closed	-$91K	–	1426
2024 Q4	$91K	Buy	+3,048	New	+$95.4K	﹤0.01%	631
2024 Q1	–	Sell	-5,772	Closed	-$172K	–	1144
2023 Q4	$172K	Buy	5,772 +5,706	+8,645%	+$155K	0.01%	440
2023 Q3	$2K	Buy	+66	New	+$1.89K	﹤0.01%	1062
2021 Q1	–	Sell	-553	Closed	-$20K	–	1101
2020 Q4	$20K	Buy	553 +225	+69%	+$7.99K	﹤0.01%	519
2020 Q3	$12K	Buy	+328	New	+$11.9K	﹤0.01%	572

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Analysts LLC's SRVR Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026: 694 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in SRVR as recently as Q4 2025.

Capital Analysts LLC first reported a position in SRVR in Q3 2020 and has held it in 7 quarters since. The position peaked at $177K in Q4 2025. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Capital Analysts LLC held 694 shares of Pacer Data & Infrastructure Real Estate ETF worth $22K as of Q2 2026.
Pacer Data & Infrastructure Real Estate ETF was a new Capital Analysts LLC position in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1154 holding.
Capital Analysts LLC first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and has held it in 7 quarters since.
Capital Analysts LLC's Pacer Data & Infrastructure Real Estate ETF position peaked at $177K in Q4 2025.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.